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Disclosery

Advisors Asset Management, Inc.: AESI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on AESI, newest first. How the timeline and the estimate are built.

Advisors Asset Management, Inc. held 316,304 AESI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 316,304 shares
    Change vs previous 13F -3,540 shares

    0.08% of the 13F portfolio, value $5,253,809.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 319,844 shares
    Change vs previous 13F -2,292 shares

    0.07% of the 13F portfolio, value $4,196,353.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 322,136 shares
    Change vs previous 13F +85,741 shares

    0.05% of the 13F portfolio, value $3,034,521.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 236,395 shares
    Change vs previous 13F +148,709 shares

    0.05% of the 13F portfolio, value $2,687,811.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 87,686 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,172,362.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).